Sadoff Investment Management
Latest statistics and disclosures from Sadoff Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HD, HNZ, PFE, YHOO, MYL. These five stock positions account for 24.38% of Sadoff Investment Management's total stock portfolio.
- Added to shares of YHOO (+$24.07M), Actavis (+$23.01M), BAC (+$20.97M), Citi (+$20.83M), LLY (+$15.84M), BMY, TXN, DHI, TOL, TWX.
- Started new stock positions in MCD, FISV, LLY, YHOO, BAC, Actavis, Citi.
- Reduced shares in these stocks: WPI (-$21.47M), De Master Blenders 1753 Ord Sh (-$11.78M), MKC, FL, EBAY, SHY, XLNX, HNZ, PFE, T.
- Sold out of its positions in T, Northern Bond Index, WPI, WFC, De Master Blenders 1753 Ord Sh.
- As of March 31, 2013, Sadoff Investment Management has $524.69M in assets under management (AUM). Assets under management grew from a total value of $414.49M to $524.69M.
- Independent of market fluctuations, Sadoff Investment Management was a net buyer by $65.91M worth of stocks in the most recent quarter.
Sadoff Investment Management portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| HD | Home Depot | 5.43 | 407925 | 69.78 | 80.95 | |
| HNZ | H.J. Heinz Company | 4.98 | -2.00% | 361289 | 72.27 | 72.45 |
| PFE | Pfizer | 4.95 | 900738 | 28.86 | 28.41 | |
| YHOO | Yahoo! | 4.59 | NEW | 1022950 | 23.53 | 26.52 |
| MYL | Mylan | 4.44 | 803925 | 28.96 | 31.11 | |
| Actavis | 4.38 | NEW | 249759 | 92.11 | 0.00 | |
| KO | Coca-Cola Company | 4.34 | 562792 | 40.44 | 42.17 | |
| DHI | D.R. Horton | 4.31 | +2.00% | 929750 | 24.30 | 27.00 |
| BMY | Bristol Myers Squibb | 4.28 | +3.00% | 544730 | 41.19 | 46.36 |
| XLNX | Xilinx | 4.27 | -2.00% | 587413 | 38.17 | 39.22 |
| EBAY | eBay | 4.08 | -4.00% | 394500 | 54.22 | 55.59 |
| BAC | Bank of America Corporation | 4.00 | NEW | 1721450 | 12.18 | 13.56 |
| Citi | 3.97 | NEW | 470768 | 44.24 | 0.00 | |
| VIA.B | Via | 3.72 | 317431 | 61.48 | 0.00 | |
| CAG | ConAgra Foods | 3.67 | 537030 | 35.81 | 35.55 | |
| Directv | 3.50 | 324604 | 56.59 | 0.00 | ||
| EMC | EMC Corporation | 3.35 | 734863 | 23.89 | 24.27 | |
| TXN | Texas Instruments Incorporated | 3.05 | +4.00% | 450824 | 35.48 | 36.77 |
| LLY | Eli Lilly & Co. | 3.02 | NEW | 279005 | 56.79 | 54.78 |
| INTC | Intel Corporation | 2.83 | 679045 | 21.84 | 24.15 | |
| TOL | Toll Brothers | 2.81 | +3.00% | 430200 | 34.24 | 36.92 |
| FL | Foot Locker | 2.77 | -7.00% | 424093 | 34.24 | 36.44 |
| TWX | Time Warner | 2.49 | +2.00% | 226700 | 57.62 | 60.71 |
| ADI | Analog Devices | 2.24 | +2.00% | 253178 | 46.49 | 45.97 |
| CHS | Chico's FAS | 2.22 | 692635 | 16.80 | 19.84 | |
| BSV | Vanguard Short-Term Bond ETF | 1.47 | 95059 | 80.99 | 80.91 | |
| Hillshire Brands | 1.40 | 209130 | 35.15 | 0.00 | ||
| MKC | McCormick & Company, Incorporated | 1.25 | -28.00% | 89421 | 73.55 | 74.15 |
| SHY | iShares Lehman 1-3 Year Treas.Bond | 0.63 | -21.00% | 39045 | 84.47 | 84.46 |
| Duke Energy | 0.20 | -6.00% | 14634 | 72.57 | 0.00 | |
| SO | Southern Company | 0.14 | -11.00% | 15275 | 46.94 | 46.21 |
| IBM | International Business Machines | 0.11 | +2.00% | 2636 | 213.20 | 208.37 |
| AAPL | Apple | 0.10 | +30.00% | 1179 | 442.75 | 446.26 |
| PM | Philip Morris International | 0.09 | +95.00% | 4910 | 92.67 | 93.92 |
| BRK.B | Berkshire Hathaway | 0.08 | +62.00% | 3804 | 104.10 | 0.00 |
| JNJ | Johnson & Johnson | 0.08 | -18.00% | 4828 | 81.61 | 87.94 |
| Nuveen Insd Dividend Advantage | 0.08 | -3.00% | 28700 | 14.91 | 0.00 | |
| NPX | Nuveen Insured Premium Incm. Mun. Fnd II | 0.08 | 29300 | 14.13 | 14.07 | |
| NLY | Annaly Capital Management | 0.07 | -2.00% | 22000 | 15.91 | 14.71 |
| BRK.A | Berkshire Hathaway | 0.06 | 2 | 156500.00 | 0.00 | |
| PG | Procter & Gamble Company | 0.06 | -15.00% | 3832 | 76.98 | 78.75 |
| WEC | Wisconsin Energy Corporation | 0.06 | -19.00% | 7531 | 42.89 | 43.70 |
| IIM | Invesco Insured Municipal Income Trust | 0.06 | -3.00% | 20335 | 16.13 | 15.63 |
| MCD | McDonald's Corporation | 0.05 | NEW | 2716 | 99.78 | 101.87 |
| D | Dominion Resources | 0.05 | 4411 | 58.26 | 60.23 | |
| JPM | JPMorgan Chase & Co. | 0.04 | -35.00% | 4805 | 47.45 | 52.89 |
| XOM | Exxon Mobil Corporation | 0.04 | -19.00% | 2501 | 89.96 | 91.76 |
| PEP | Pepsi | 0.04 | -40.00% | 2646 | 78.99 | 82.57 |
| GOOG | 0.04 | 291 | 793.81 | 905.00 | ||
| FISV | Fiserv | 0.04 | NEW | 2615 | 87.95 | 90.13 |
| NIO | Nuveen Insured Municipal Opp. Fund | 0.03 | 11100 | 15.05 | 14.64 |
Past 13F-HR SEC Filings for Sadoff Investment Management
- Sadoff Investment Management 2012 Q4 - filed Jan. 29, 2013
- Sadoff Investment Management 2012 Q3 - filed Nov. 14, 2012
- Sadoff Investment Management 2012 Q2 - filed July 26, 2012
- Sadoff Investment Management 2012 Q1 - filed May 16, 2012
- Sadoff Investment Management 2011 Q4 - filed Jan. 24, 2012
- Sadoff Investment Management 2011 Q3 - filed Oct. 21, 2011
- Sadoff Investment Management 2011 Q2 - filed July 8, 2011
- Sadoff Investment Management 2011 Q1 - filed April 19, 2011